VCM

Viewpoint Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 31.36%
This Quarter Est. Return
1 Year Est. Return
+31.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$629K
3
+$425K
4
COST icon
Costco
COST
+$406K
5
HD icon
Home Depot
HD
+$398K

Top Sells

1
+$330K
2
+$286K
3
+$147K
4
DIS icon
Walt Disney
DIS
+$116K
5
MMM icon
3M
MMM
+$80.1K

Sector Composition

1 Consumer Discretionary 20.23%
2 Financials 10.13%
3 Technology 9.58%
4 Consumer Staples 8.11%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.37%
14,600
52
$470K 0.36%
13,942
53
$452K 0.35%
5,399
-957
54
$441K 0.34%
2,355
+2,055
55
$434K 0.34%
4,859
-1,300
56
$432K 0.33%
5,321
57
$430K 0.33%
4,342
+400
58
$426K 0.33%
4,710
+700
59
$425K 0.33%
+3,157
60
$413K 0.32%
1,282
61
$406K 0.31%
3,517
+1,050
62
$397K 0.31%
1,403
-1,165
63
$388K 0.3%
11,000
+2,000
64
$387K 0.3%
10,639
65
$385K 0.3%
6,471
66
$372K 0.29%
1,090
67
$360K 0.28%
8,810
68
$352K 0.27%
5,847
+2,002
69
$332K 0.26%
5,358
70
$300K 0.23%
3,461
71
$294K 0.23%
1,740
+200
72
$293K 0.23%
5,670
73
$288K 0.22%
6,662
74
$286K 0.22%
706
75
$283K 0.22%
+5,000
1 2
3
4 5